Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristofer? Claim Your ProfileKristofer Lanzer is an Investment Advisor Representative with Foundations Investment Advisors LLC, a firm that manages over $6.7 billion in assets. Kristofer has been in the financial services industry since 2009 and has held registrations with several other firms, including J. Alden Associates, Inc., TIAA-CREF Individual & Institutional Services, LLC, and Fidelity Brokerage Services LLC. Kristofer holds the Series 6, 7, 63, 65 and 66 licenses as well as the SIE certification. Kristofer specializes in providing financial planning, investment management, and educational seminars to both individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NV
07/24/2024 - Present
Foundations Investment Advisors LLC (Las Vegas NV)
NV
01/23/2023 - 05/06/2024
J. ALDEN ASSOCIATES, INC. (Las Vegas NV)
NV
06/27/2014 - 09/07/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LAS VEGAS NV)
NV
09/07/2011 - 05/23/2014
FIDELITY BROKERAGE SERVICES LLC (HENDERSON NV)
WA
05/12/2011 - 08/04/2011
CHASE INVESTMENT SERVICES CORP. (SEATTLE WA)
WA
06/25/2009 - 04/27/2011
HORNOR, TOWNSEND & KENT, INC. (BELLEVUE WA)
IA
Issued 07/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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